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iShares Core S&P 500 ETF
IVV

Overview Fund Activity

3,568 hedge funds and large institutions have $453B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,390 increasing their positions, 1,232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,568
Holders Change
+386
Holders Change %
+12.13%
% of All Funds
47.49%
Holding in Top 10
1,164
Holding in Top 10 Change
+142
Holding in Top 10 Change %
+13.89%
% of All Funds
15.49%
New
529
Increased
1,390
Reduced
1,232
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M

Top Buyers

1
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$5.81B
2
Prudential Financial
Prudential Financial
New Jersey
+$4.01B
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$3.49B
4
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
+$1.83B
5
Morgan Stanley
Morgan Stanley
New York
+$1.74B

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$6.01B
2
Bank of America
Bank of America
North Carolina
-$4.39B
3
Squarepoint
Squarepoint
New York
-$2.65B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.61B
5
Goldman Sachs
Goldman Sachs
New York
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
1426
Quadcap Wealth Management
Texas
$6.99M -$457K -776 -6%
RPGK
1427
Retirement Planning Group (Kansas)
Kansas
$6.94M +$92.4K +157 +1%
TWA
1428
TCI Wealth Advisors
Arizona
$6.94M -$113K -192 -2%
PI
1429
PineBridge Investments
New York
$6.93M -$177K -300 -2%
CFG
1430
Cooper Financial Group
California
$6.88M -$393K -668 -5%
BB
1431
Busey Bank
Illinois
$6.87M -$400K -679 -5%
IAS
1432
Insigneo Advisory Services
Florida
$6.86M +$2.54M +4,311 +59%
MFP
1433
Meridian Financial Partners
Virginia
$6.86M -$68.9K -117 -1%
KFGK
1434
Keystone Financial Group (Kentucky)
Kentucky
$6.84M +$2.36K +4 +0%
SOS
1435
Silver Oak Securities
Tennessee
$6.84M -$3.52M -5,957 -34%
PAI
1436
Pittenger & Anderson Inc
Nebraska
$6.84M -$78.3K -133 -1%
BWA
1437
Bestgate Wealth Advisors
Maryland
$6.82M +$6.82M +11,582 New
AAS
1438
Annex Advisory Services
Wisconsin
$6.82M -$371K -630 -5%
IWB
1439
Innovative Wealth Building
Maryland
$6.8M +$6.8M +11,553 New
WP
1440
Westmount Partners
California
$6.77M +$6.48K +11 +0.1%
JSL
1441
JT Stratford LLC
Georgia
$6.77M +$478K +810 +8%
IC
1442
Iconiq Capital
California
$6.75M +$791K +1,343 +13%
HT
1443
Heritage Trust
Oklahoma
$6.73M +$6.73M +11,434 New
MCCP
1444
Mission Creek Capital Partners
California
$6.72M -$267K -453 -4%
BHBT
1445
Burke & Herbert Bank & Trust
Virginia
$6.7M +$6.48K +11 +0.1%
CIC
1446
Cutler Investment Counsel
Oregon
$6.7M -$254K -431 -4%
IIC
1447
Ironwood Investment Counsel
Arizona
$6.7M +$52.4K +89 +0.8%
FHA
1448
Flagship Harbor Advisors
Massachusetts
$6.69M +$470K +798 +8%
AWM
1449
Able Wealth Management
New Jersey
$6.69M +$129K +219 +2%
WMWM
1450
Wilkins Miller Wealth Management
Alabama
$6.68M +$6.68M +11,352 New
56 57
58
59 60